Note Fulfillment pricing includes batch fees, click here for more information.
Options for fulfillment:
- Federal/State/Payee Fulfillment - If selected, users will not be able to select other options, aside from "Payor Only" as a separate batch fee.
- Federal/State Fulfillment - If selected, users will not be able to select other options, aside from "Payor Only" as a separate batch fee.
- Federal/Payee - If selected, users will not be able to select other options, aside from "Payor Only" as a separate batch fee.
- Federal Only - If selected, users will have the option to select "Payee Only" and "Payor Only" as separate batch fees.
- Payee Only - If selected, users will have the option to select "Federal Only" and "Payor Only" as separate batch fees.
- Payor Only (Not included in/Payee) - Services Discontinued after Dec. 2023 as the IRS no longer offers Payor copies of the forms offered on ftwilliam.com.
Once the user clicks on a link above, the user will see a warning similar to the following:
Once you click on this link your account will be charged $X (plus applicable sales & use tax) and we will immediately begin fulfilling your request. As a result ftwilliam.com/CCH INCORPORATED will incur substantial costs for postage and handling.THEREFORE, THE CHARGES TO YOUR ACCOUNT ARE FINAL AND NO CREDITS OR REFUNDS CAN BE GIVEN.
FAILURE TO PAY THE ABOVE CHARGES MAY RESULT IN INACTIVATION OF YOUR ACCOUNT. BY CLICKING ON THE LINK BELOW YOU HEREBY AGREE TO THE FOREGOING.
Please be aware that by clicking the link you authorize ftwilliam.com/CCH INCORPORATED to electronically file the Form 1099 on behalf of the payer (or other person required to file). ftwilliam.com/CCH INCORPORATED, as an authorized agent, does not relieve the payer of the responsibility for filing correct, complete and timely information returns. Further, it will not relieve the payer of any penalties for not complying with those requirements.
ftwilliam.com/CCH INCORPORATED grants no implied warranties, including without limitation, warranties of merchantability or of fitness for a particular purpose. ftwilliam.com/CCH INCORPORATED is not liable for any lost profits or any claim against the filer by any party. In no event is ftwilliam.com/CCH INCORPORATED liable for consequential damages, even if ftwilliam.com/CCH INCORPORATED had been advised of the possibility of such damages.
The filer is advised to retain a copy of Form 1099 and any supporting material. A copy of Form 1099 is available from ftwilliam.com.
IMPORTANT NOTICE: Once you submit your returns, they are processed through an automated system. We cannot make any changes to your forms once they are submitted.
If the user does not wish to continue, the user should click "Return Without Fulfillment".
To continue and process fulfillment, the user should click "Fulfill [fulfillment type] Information for [batch name]".
Once a batch has been sent for fulfillment, users can view the completion status from the "Show Batches" screen. See below for information related to each heading on that page:
- Payer Completion Date
- This column will update to "Pending" when the Payer Only option is selected for fulfillment.
- During busy seasons, the batch will update from pending to "In Process" within 1-2 business days.
- A completion date will be entered once all Payers within the batch have been printed and mailed. This typically takes 4-5 business days.
- Payee Completion Date
- This column will update to "Pending" when any one of the Payee options has been selected for fulfillment.
- During busy seasons, the batch will update from pending to "In Process" within 1-2 business days.
- A completion date will be entered once all Payees within the batch have been printed and mailed. This typically takes 4-5 business days.
- E-File Completion Date
- This column will update to "Pending" when any one of the Federal/State options has been selected for fulfillment.
- During busy seasons, the batch will update from pending to "In Process" within 1-2 business days.
- A completion date will be entered once all Federal/State data within the batch has been given a "GOOD" status from the IRS. This typically takes 4-5 business days.
- Quick Reference - What do the colors mean?
- Pending: We have received your request for fulfillment.
- In process: Your batch has been submitted to the IRS. Note: It is normal for a batch to still be 'In process' after the filing deadline while the IRS examines all submissions.
- Rejected: This is a rare occurrence and you will need to contact support@ftwilliam.com to check on your batch status.
- Completed: We have received confirmation from the IRS that all submissions are 'GOOD'.
- Completed: There are rare occasions when a filing marked for Federal and State fulfillment receives a rejection from the state. In this case the batch has completed and has made its way to both the IRS and the individual state, but the state has found an issue that needs to be resolved. Contact support@ftwilliam.com to gain additional details.
Users can download files from ftwilliam.com for upload into the FIRE system. Note that for 8955-SSA forms each filing is uploaded separately - that is not the case for 1099s as user can upload the .txt files in a batch.
Before users are able to download .txt files, users must obtain a Transmitter Control Code (TCC) from the IRS to file on the FIRE system specifically for the 1099s. This is a 5-digit code and users will need to complete an IR Application to apply for one.
If users have a TCC code, or once users receive a TCC Code, the Master Admin user for the account will be able to update the account by navigating to the WK Logo > Administrative Tasks > Account Profile to update the "1099 TCC Code Information" box at the bottom of the screen. Be sure to click "Update" to save changes.
After the TCC Code is on file, users will need to prepare a batch and lock the batch. Once the batch is locked, users should click on the batch name in order to view the "Download Data for FIRE system" found below the "FIRE System" section. Clicking on the "Download Data for FIRE system" link will produce a text file (.txt) that users should save to the user's hard drive. Users will take the file(s) to the IRS website to upload to complete the Federal e-filing.
Review FIRE Data File: Users can re-upload the .txt file downloaded to test and confirm the data downloaded.
